Purchases and Sales Made in Q4 2025 in Bondbloxx ETF Tr Bloomberg 6 M (XHLF)
This table provides information about the institutional ownership of Bondbloxx ETF Tr Bloomberg 6 M (XHLF) during Q4 2025. The information is specifically focused on institutions that hold shares of BONDBLOXX ETF TR BLOOMBERG 6 M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Q3 Asset Management
|
BUY
|
- |
1.31M+ 37.53% |
N/A
|
4.8M
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
194K+ 131.06% |
N/A
|
342K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
126K+ 66.02% |
N/A
|
317K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
51.2K+ 28.2% |
N/A
|
233K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
46.5K+ 127.8% |
N/A
|
82.9K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.5KNew |
N/A
|
16.5K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Single Point Partners, LLC
|
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.6K+ 65.97% |
N/A
|
36.8K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
13K+ 11.26% |
N/A
|
128K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
6.68K+ 6.92% |
N/A
|
103K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
5.6K+ 6.1% |
N/A
|
97.3K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5.48KNew |
N/A
|
5.48K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5.07K+ 68.29% |
N/A
|
12.5K
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.9KNew |
N/A
|
4.9K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4KNew |
N/A
|
4K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.53K+ 53.19% |
N/A
|
10.2K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
2.21K+ 7.51% |
N/A
|
31.6K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
340+ 6.73% |
N/A
|
5.39K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
187+ 37.55% |
N/A
|
685
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
49+ 4.14% |
N/A
|
1.23K
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-215- 8.08% |
N/A
|
2.45K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-419- 5.16% |
N/A
|
7.7K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-665- 9.37% |
N/A
|
6.44K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-849- 9.6% |
N/A
|
7.99K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-984- 13.41% |
N/A
|
6.36K
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.36K- 5.93% |
N/A
|
21.6K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.82K- 4.2% |
N/A
|
41.4K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-2.55K- 22.3% |
N/A
|
8.88K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-2.88K- 20.61% |
N/A
|
11.1K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.43K- 25.45% |
N/A
|
10K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.41K- 8.01% |
N/A
|
50.7K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-4.99K- 5.72% |
N/A
|
82.2K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
SELL
|
- |
-7.73K- 18.07% |
N/A
|
35.1K
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-27.2K- 28.69% |
N/A
|
67.5K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-305K- 14.81% |
N/A
|
1.75M
$0
|
|